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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,798 | $162,136-27.3% | $152,301-22.7% | $154,746-23.9% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 15.79% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,765 | $4,890-43.5% | $4,624-40.2% | $4,379-36.9% |
| Participant deferral / active EE | $7,804 | $8,341-6.4% | $8,004-2.5% | $6,730+16.0% |
| Admin fee / account holder | $855 | $15,759-94.6% | $14,398-94.1% | $14,365-94.0% |